Search Results for: herbein

Herbein + Company Admits Jeff Johns Jr. as Partner

Jeff Johns

Reading, Pa.-based Herbein + Company announces that Jeff Johns Jr. has been admitted as a partner in its financial outsourcing solutions division.

The division provides risk management services to financial institutions. He will oversee IT risk management services and provide expertise in data mining for audit teams and clients.

Previously, he was employed at a public accounting firm performing year-end audits, Sarbanes-Oxley compliance and information technology control assessments.

More news from Herbein + Company

Kyle Levengood Admitted as Partner at Herbein + Company

Kyle Levengood

Reading, Pa.-based Herbein + Company has announced that Kyle Levengood has been admitted to the partnership within the auditing and accounting group.

He becomes the seventh new partner in the past three years, a trend that bodes well for the firm, says MP Michael Rowley.

Levengood is responsible for overseeing firm audits from start to finish. He works primarily within the dairy, food and beverage, manufacturing and distribution, and employee benefit plan industries throughout more than 10 states.

In addition to his client responsibilities, he is the accounting and auditing quality control partner. He works closely with Herbein partners and staff to properly implement the ever-increasing complexities of financial transactions and FASB standards. He also oversees internal inspections. Currently, he is working with clients that will need to adopt the new leasing standard on Jan. 1, 2020. He has been tirelessly educating local community business leaders on what this new pronouncement will entail, the firm says.

Rowley says Levengood has forged a unique path at the firm. “As Herbein continues to grow and expand, his role for quality control becomes more vital and more challenging. Kyle has been able to rise to this challenge while also developing Herbein’s plans for new accounting pronouncements. It’s gratifying to see Kyle’s career thrive, as it is absolutely necessary for any firm to successfully develop and retain exceptional talent.”

More news from Herbein

David Stonesifer To Become MP of Herbein

David W. Stonesifer

David W. Stonesifer

Reading, Pa.-based Herbein + Company has announced that David W. Stonesifer will succeed Michael J. Rowley as the firm’s MP effective Oct. 1, 2019.

Rowley states, “Since 1973, Herbein + Company, Inc. has been a firm focused on our clients and our future. Our founder, Carl D. Herbein, was incredibly driven by the idea of a sustainable firm built on growth and creating opportunities. Having grown from a kitchen table operation to one of the mid-Atlantic region’s largest independent CPA firms, Carl’s vision has been achieved.” Rowley will remain with the firm as PIC of the management advisory services group.

“As we work with clients, we stress the importance of a strong succession plan. We began this managing partner process several years ago with the start of my current term, as a planned part of our firm’s overall strategic plan,” Rowley says. “As Herbein has evolved, younger generations have risen to play key roles within our firm.”

Stonesifer is the first of three Herbein interns who went on to become partners. He has served on several professional organizations, including president of the Reading chapter of the Pennsylvania Institute of CPAs.

“As I prepare to become managing partner, I am appreciative of all that I’ve learned from our prior managing partners, Mike Rowley and Carl Herbein. I am appreciative of the responsibilities I will be inheriting, including our clients’ success, our team’s growth and their family’s security and prosperity, and our continuing support of the communities in which we serve.”

Hassler Admitted to Partnership at Herbein

Elizabeth F. Hassler

Elizabeth F. Hassler

Reading, Pa.-based Herbein + Company announced that Elizabeth F. Hassler has been admitted as a partner in the tax department.

Hassler works with federal and multistate tax return compliance, and tax planning for clients in a variety of industries including manufacturing, distribution and technology. Her areas of expertise include closely held corporations, S corporations, partnerships and high-net-worth individuals.

She is heavily involved in working to streamline corporate tax technology at the firm and works to develop and maintain a strong internship program. She is a strong advocate on the importance of showing the younger generations of future accountants what a career could be like in accounting, and she believes that having a strong mentor is important to growth.

“Liz joined us in 2015 as an already-rising star, and within three short years she has embraced the role of a leader who inspires fellow team members and leads by example. She brings great enthusiasm and is well-known for her ability to bring people together on projects,” says COO and partner Michael J. Rowley.

Stromple Admitted to Herbein + Company’s Partnership

Maria Stromple

Maria Stromple

Reading, Pa.-based Herbein + Company announces that Maria Stromple is joining the firm as partner and director of firmwide tax services. Coming to Herbein with extensive tax experience at other regional firms, Stromple will be based in the Pittsburgh office, but will oversee tax operations for all nine of Herbein’s offices.

Michael J. Rowley, COO of Herbein + Company, says, “We’re delighted to have someone of Maria’s caliber and experience leading our tax group. Over the last several years, we’ve experienced steady growth and to keep pace with that growth, our management team realized that we needed to unify the thought leaders in our tax group.”

Stromple’s responsibilities include developing a consistent firmwide approach to client service, establishing and monitoring tax policies and procedures, overseeing staff training and mentoring, and creating processes to ensure that the firm is providing progressive and excellent tax planning services. 

For more than 30 years, she has been based in southwestern Pennsylvania and has been dedicated to serving tax clients in a variety of industries including manufacturing, transportation and logistics, wholesale distribution, insurance, professional services, real estate and high-net-worth individuals.

“Leadership is about the team, the culture they embrace and keep, it’s about being proactive when dealing with clients, employees and the communities where you do business,” Stromple says. “It’s about doing the right things for the right reasons, being confident to take risks and responsible enough to realize the impact the decisions will have on others. Herbein is a firm that possesses these core values and continues to maintain the right culture to prosper and deliver exceptional services to the business community.”

Founder of Herbein + Company Passes Away

Carl Herbein

Carl Herbein

Carl Herbein, founder Herbein + Company, Inc. in 1972, passed away on Sept. 16, 2018.

From humble origins at the Herbein family kitchen table, Herbein was the driving force behind a firm that now has nine locations and more than 200 employees. His dedication and influence reach far beyond the firm. As a business leader, Herbein left a great legacy. As a friend and mentor, his loss is particularly profound.

As founding partner of Herbein + Company, he also served as the firm’s president, CEO and PIC of the firm’s dairy practice until his passing. His expertise in dairy accounting was recognized nationwide. He visited and provided services to more than 150 dairy processing facilities of all types and sizes.

Herbein was an avid sportsman who enjoyed racquet sports, cycling and running. He was renowned for his devotion to his family and enjoyed spending time with his family at their retreat in Avalon, N.J.

Herbein touched countless lives. The firm is compiling stories of his life, no matter if it’s how you first met, a funny story, or a way that he has touched your life – please considering sharing here:

For more information, visit the firm’s website at http://www.herbein.com/rememberingcarl

Herbein + Company Acquires Gable Peritz Mishkin

Reading, Pa.-based Herbein + Company Inc. acquired Spring House, Pa.-based Gable Peritz Mishkin. All five GPM partners will join Herbein as partners.

The GPM partners joining Herbein include Thomas Masoero, Kenneth Frebowitz, Alan Wecht, Regina O’Keefe and Frank O’Brien.

“Adding all five GPM partners and the entire GPM team is a great move for Herbein as we expand geographically. Growth creates opportunities, and we are focused on smart growth for our clients and our team members. We believe Herbein and GPM share similar philosophies and practices regarding client service and firm culture, which we anticipate will make this merger successful for our teams and our clients,” says Michael Rowley, chief operating officer of Herbein + Company, Inc.

Thomas Masoero, partner at Gable Peritz Mishkin, states, “Joining Herbein + Company Inc. will further opportunities for our clients and our staff. Joining a larger firm will provide significant advantages in technology, recruitment and operations. Herbein’s dedication to client service was a significant influencer for this merger, and we believe this will be a seamless transition for our clients.”

Herbein + Company Admits Four New Partners

Reading, Va.-based Herbein + Company has admitted four partners, Josh Pollet, Craig Mengel, Randall Raifsnider and David Cordier.

“These promotions help position us for an independent future where we can continue to keep our focus on our team and our clients,” says Michael Rowley, COO.

Pollet began his career as an intern with the firm and joined the audit department in 2005. Pollet manages the audits of several of the firm’s largest clients. He works primarily within the dairy, food, cooperatives and manufacturing industries.

Mengel specializes in working with owners of privately held businesses with a focus on coordinating the accounting, tax and business consulting needs of clients. He manages all aspects of client relationships including financial statement preparation, tax compliance and planning as well as business advisory services. Mengel has an emphasis in construction, manufacturing and distribution, and business services including various professional services industries.

Raifsnider is a leader within the management advisory services group with experience in industries such as food and agricultural, manufacturing, services and entertainment. He also has experience in quality of earnings reports, cash flow forecasts, operational analysis, fairness opinions and business valuations.

Cordier, the manager of the Allison Park, Pa., office, joined Herbein in 2003 and was named senior manager in 2011. He advises corporations and partnerships on tax-related issues and has specialized knowledge in multi-state taxation, especially in manufacturing and service sectors of industry.

Herbein Acquires Cross

Reading, Pa.-based Herbein + Company announced the acquisition of Michael L. Cross & Company, which has served the greater Pottstown, Pa., region since 1982.

All current members of the firm will join Herbein + Company and continue practicing from the same Pottstown office with the added resources of Herbein.

“We share a commitment to building long-term client relationships, and we believe that Herbein’s resources and experience will further enhance every client experience,” says Herbein + Company COO Michael Rowley. Montgomery County is poised for great economic growth for small and mid-sized businesses, and we are thrilled to add our firm’s eighth office in the heart of Pottstown.”

Terms of the agreement have not been made public. However, the strategy behind the merger is two-fold for Michael Cross, president of Michael L. Cross & Company, who says, “As our business clients grow, they require greater industry knowledge and strategic planning. Our individual clients will benefit from Herbein’s depth in areas such as estates, retirement, education, income tax, trusts, investments and other areas of personal finance. Another important aspect of this merger is to provide a succession plan for our clients. While neither my colleague Cindy Smith nor I plan to retire any time soon, this transaction assures continued quality services for all our clients into the foreseeable future.”

Herbein + Company Admits Turtell to Partner

Christopher Turtell

Christopher Turtell

Reading, Pa.-based Herbein + Company has announced that Christopher Turtell has been admitted to the partnership.

As a partner in the accounting and auditing department, he is responsible for leading audit engagements with a specialty in local governments, including compliance with Uniform Grant Guidance requirements.

“Chris is a proven leader who is equally proficient at making a board presentation as providing support to our younger team members,” says Herbein’s COO Michael Rowley. “Chris has been a dedicated driver of client innovation through sharing of industry information and providing operational insights.”

Turtell is a frequent public speaker. He helps develop and present in-house and client seminars on emerging industry issues and best practices. Additionally, he is heavily involved in the firm’s quality control process for internal inspections and peer reviews.